Jonathan Michael Rigoni

Employer firm

North Shore Capital Group Investment Advisors, Inc CRD 309269

$38.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 09/2019
  Summit Brokerage Services
  Lake Forest, IL
• 11/2010 → 08/2020
  Summit Financial Group
  Lake Forest, IL
• 09/2019 → 08/2020
  Cetera Advisor Networks Llc
  Lake Forest, IL
• 08/2020 → Present
  North Shore Capital Group Investment Advisors, Inc
  Lake Forest, IL

Previous Registrations

• 2010-11-09 → 2020-08-20
  Summit Financial Group Inc
  Lake Forest, IL
  Lake Forest, IL
• 2008-10-17 → 2010-12-07
  Cambridge Investment Research Advisors, Inc.
  Lake Forest, IL
  Antioch, IL
• 2008-08-18 → 2008-10-22
  Edward Jones
  Lindenhurst, IL
  Antioch, IL
  Antioch, IL
  St Louis, MO

Other Businesses

1. NORTH SHORE CAPITAL GROUP INSURANCE SOLUTIONS, LLC; SINCE 05/01/2015; SAME AS REGISTERED ADDRESS; MEMBER/OWNER; INSURANCE AGENT; 5 HOURS SPENT ON ACTIVITY PER MONTH, 1 DURING TRADING HOURS 2. NORTH SHORE CAPITAL GROUP PROPERTIES; RESIDENTIAL RENTAL; NOT INVESTMENT RELATED; PO BOX 104, LAKE FOREST, IL 60045; RESIDENTIAL RENTAL PROPERTY; LANDLORD/OWNER; STARTED 11/21/2016; APX 1 HOUR/MONTH, NONE DURING TRADING; LANDLORD 3. NORTH SHORE CAPITAL GROUP, INC. INVESTMENT RELATED. GENERAL PARTNER TO PRIVATE FUNDS.SAME AS REGISTERED ADDRESS. APX 48 HOURS/MONTH, PRIMARILY DURING NON TRADING HOURS. 4. NSCG GOLF, LLC. NOT INVESTMENT RELATED. LESSEE/OPERATOR. APX 6 HOURS/MONTH, NONE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-14
• S63 Uniform Securities Agent State Law Examination
  2006-06-14

Other Names

• Jonathan Rigoni